See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,320 | $93,024-83.5% | $77,024-80.1% | $134,475-88.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -33.70% | 62.60%-96.3pp | 42.32%-76.0pp | 417.96%-451.7pp |
| Employer contribution / active EE | $1,778 | $3,418-48.0% | $2,812-36.8% | $4,740-62.5% |
| Participant deferral / active EE | $8,412 | $5,238+60.6% | $4,426+90.0% | $6,400+31.4% |
| Admin fee / account holder | $159 | $6,944-97.7% | $5,425-97.1% | $11,426-98.6% |